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"Estate Planning Basic Skills" and other downloadable forms are only available to CLE Pass Subscribers.

Estate Planning Basic Skills
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Co-sponsored by the CBA Trust and Estate Law Section

ATTENTION: The default format for Course Materials is electonic PDF. Course Materials do not include audio/video andARE NOT ACCREDITED! Send me the printed book (shipping & handling charges will apply)

- Traps to Avoid: The 10 Most Common Problems and Pitfalls as Seen Through the Eyes of the Bench, Including Malpractice

- Presentation and Discussion of Hypothetical Fact Patterns

Program Description:

The biennial Estate Planning Basic Skills program returns for 2018! If you are an attorney who wants to develop an estate planning practice, a legal assistant working in the estate planning area, or would just like to improve your skills in this important area of the law, you don’t want to miss this valuable program!

As always, experienced estate planning attorneys will show you the best tools to employ in common situations you will face. Some of the timely topics to be covered include ethical concerns, transfer tax issues, planning for smaller estates, estate planning with life insurance, and the planning and drafting process.

This year’s program has been expanded to two full days of instruction. The program now includes panel sessions in which the members of the faculty will apply the concepts you have just learned, and answer your questions. You will also enjoy a candid judicial panel discussion of the most important problems and pitfalls estate planning attorneys face.

You are encouraged to bring your Colorado Estate Planning Forms (Orange Book) as it will be a valuable tool during the program. The Orange Book will also be available for sale the day of the program. Attorneys, don’t forget to bring your paralegal or legal assistant!

Don’t Delay… Register Today!

Agenda:

DAY 1—Thursday, February 1

Please note early start time

8:15 am

Registration and Continental Breakfast

8:45 am

Welcome and Introduction

Extended by Mark D. Masters, Esq., Program Chair

8:50 – 9:20 am

Information Gathering and the Initial Client Interview

- Using questionnaires to obtain essential personal and financial Information